Creating and Using Projects in AT (draft)

This article is a work in progress.

In Autotask projects, you can use tasks instead of or in addition to tickets. Each task can have resources, checklists and service calls just like a ticket. 

We can still add tickets to, or associate existing tickets with, the project if we wish. 

Predecessor tasks: Can't do a task until Predecessor task is complete.  (Added to project task.)

Milestones: Set up in contract. Link to project. 

Calendar Items: links to user's calendar. Don't have to use it. 

To save a project as a template to be used again: Options> Save as Project Template. 

We can AT create Workflow Rules for tasks and projects. 

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